To create billable material, set specific attributes within the Master Item window. Next, assign the resource item to your organization. Decide whether you are pricing this item using the Cost Plus or Price List method, or both, and perform the
additional setup tasks for those methods. Finally, define costs and prices for your item.

To set up billable material

1. Navigate to the Master Item window.
2. Select the Invoicing tabbed region.
3. Optionally, select the Invoiceable Item check box to indicate that the current material item may be invoiced. This attribute is only selected at the Master Organization level.
4. Optionally, select the Invoice Enabled check box to indicate that invoices are enabled for the current material item.
Note: For the current material item, ensure the Billing Type is populated with Material, within the Service tabbed region.
5. Assign the current item to your organization.
6. Save your work.

Setting Up a Billable Resource
To create a billable resource, first create a resource item by setting specific attributes within the Master Item window. Next, assign the resource item to your organization. Decide whether you are pricing this item using the Cost Plus or Price
List method, or both, and perform the additional setup tasks for those methods. Next, define a resource and associate the resource item to the resource. Finally, assign the resource to a department.

To set up a billable resource

1. Navigate to the Master Item window.
2. Select the Invoicing tabbed region.
3. Optionally, select the Invoiceable Item check box to indicate that the current resource item may be invoiced. This attribute is only selected at the Master Organization level.
4. Optionally, select the Invoice Enabled check box to indicate that invoices are enabled for the current resource item.
5. Assign the current item to your organization.
6. Save your work, and close the window
7. Navigate to the Resources window.

8. Enter the name of the Resource within the Resource field.
9. Within the Billing region, select the resource item you created within the Master Item window to ensure that the resource is available for billing.
10. Save your work.
11. Assign the current resource to a department.
12. Save your work.

Setting Up a Billable Activity
To create a billable Activity, first set specific attributes within the Master Item window, and then decide whether you are pricing this item using the Cost Plus or Price List method, or both, and perform the additional setup tasks for those
methods. Finally, associate the Activity to the Maintained Group/Maintained Number that is used to create the Work Order.

To set up a billable activity
1. Navigate to the Master Item window.
2. Select the Invoicing tabbed region.
3. Optionally, select the Invoiceable Item check box to indicate that the current Activity item may be invoiced. This attribute is only selected at the Master Organization level.
4. Optionally, select the Invoice Enabled check box to indicate that invoices are enabled for the current Activity item.
5. Assign the current item to your organization.
6. Save your work.